Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets. Episode recorded on 3/27.

2:20 – Investing in a banking crisis

4:40 – Recession risk

6:15 – Consumer confidence 

7:20 – Potential length and severity of recession

8:40 – Implications of a profit recession

11:30 – Interest rate hikes

13:50 – The hard landing playbook

17:10 – Geopolitics, oil markets, and the US dollar